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Apeiron RIA’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Apeiron RIA’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,639
Closed -$363K – 205
2025
Q1 		$363K Sell
4,639
-187
-4% -$14.5K 0.11% 142
2024
Q4 		$373K Buy
4,826
+49
+1% +$3.8K 0.1% 144
2024
Q3 		$376K Buy
4,777
+944
+25% +$73.5K 0.11% 138
2024
Q2 		$294K Sell
3,833
-972
-20% -$74.2K 0.09% 163
2024
Q1 		$368K Sell
4,805
-1,263
-21% -$96.9K 0.11% 145
2023
Q4 		$467K Sell
6,068
-598
-9% -$45.3K 0.15% 112
2023
Q3 		$501K Sell
6,666
-23
-0.3% -$1.73K 0.17% 97
2023
Q2 		$505K Sell
6,689
-93
-1% -$7.09K 0.17% 94
2023
Q1 		$519K Sell
6,782
-1,980
-23% -$150K 0.18% 89
2022
Q4 		$660K Sell
8,762
-1,125
-11% -$84.4K 0.25% 75
2022
Q3 		$737K Sell
9,887
-1,038
-10% -$79.3K 0.34% 60
2022
Q2 		$84 Buy
10,925
+756
+7% +$58.2K 0.02% 131
2022
Q1 		$788K Sell
10,169
-1,029
-9% -$81.7K 0.38% 53
2021
Q4 		$905K Buy
+11,198
New +$911K 0.37% 54

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apeiron RIA's BSV Position: Q2 2025 in Review

Apeiron RIA sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 4,639 shares — an estimated $363K sold.

Apeiron RIA first reported a position in BSV in Q4 2021 and held it in 14 quarters. The position peaked at $905K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Apeiron RIA reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Apeiron RIA sold 4,639 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $363K.
  • Apeiron RIA first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 14 quarters.
  • Apeiron RIA's Vanguard Short-Term Bond ETF position peaked at $905K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Apeiron RIA's 13F filing for Q2 2025, filed 7 Aug 2025.